1. Probate Workshop

"IHT 205: It’s a report not a form silly!"

Level: intermediate/updating

This workshop-style online seminar will aim to dispel any concerns you may have in the completion of this the new Inland Revenue document IHT 205.

The workshop will include:

• Small estates
• Small interest in possession trusts
• Spouse exemption

Course Code: GSJan17

10 February

RECORDING

Probate - Nil Rate Band Discretionary Trusts Debt Scheme

"Implementing the NRB discretionary trust Debt Scheme"

Level: intermediate/updating

Includes the following:

Assets in estate

• How to constitute a trust
• Documentation
• Order
• SDLT issues
• Land Registry

Course Code: GSFeb10

10 March

6-7pm

Tax

"Pre-owned assets – are you ready for 6 April 2005?"

Level: intermediate/updating

Includes the following:

• Altering client’s position who may be affected
• Land example
• Chattels example
• Intangibles example

Course Code: GSMar10

14 April

6-7pm

Trusts

"First reaction to Modernisation of trusts changes"

Level: intermediate/updating

Course Code: GSApril14

5 May

6-7pm

Wills

"Do you need an English one when retiring abroad?"

Level: intermediate/updating

Includes the following:

• Domicile, habitual residence, nationality
• Location of assets – where in the world?
• Frequency of visits

Course Code: GSMay5

2 June

6-7pm

Tax

"Budget update"

Level: intermediate/updating

Course Code: GSJune2

5 July

6-7pm

Trusts

"Second reaction to modernisation of trusts changes"

Level: intermediate/updating

Course Code: GSJuly5

8 September

6-7pm

Wills

"Wills for cohabitants"

Level: intermediate/updating

Includes the following:

• Same sex?
• Divorced with children?
• Elderly?

Course Code: GSSept8

6 October

6-7pm

Mental capacity

"Can Mum make a Will?"

Level: intermediate/updating

Includes the following:

• Testamentary capacity
• What to ask and what to look for
• Knowledge and approval
• Obtaining a Medical Opinion
• What can be done if insufficient capacity

Course Code: GSOct6

10 November

6-7pm

Undue influence

"Do it my way or else"

Level: intermediate/updating

Includes the following:

• Coercion
• Relationship between parties
• Lifetime gifts
• Nature of arrangement

Course Code: GSNov10

8 December

6-7pm

Topic to be advised

Level: intermediate/updating

Course Code: GSDec8